Envestnet Portfolio Solutions, Inc. Purchases in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
7.6K
+ 15.05%
$39.76 - $45.82 $302K - $348K
58.1K $2.66M
DVY
Ishares Tr

ETFs
2.88K
+ 12.2%
$133.88 - $142.57 $386K - $411K
26.5K $3.76M
CR
Crane Holdings, Co.

Industrials
3.35K
New
$178.73 - $198.45 $598K - $664K
3.35K $616K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
21.3K
New
$27.49 - $29.67 $587K - $633K
21.3K $613K
PNR
Pentair PLC

Industrials
3.7K
+ 15.63%
$100.62 - $112.59 $372K - $417K
27.4K $3.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
125
+ 0.77%
$284.45 - $324.95 $35.6K - $40.6K
16.4K $5.25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.43K
+ 2.19%
$122.57 - $132.57 $175K - $190K
66.9K $8.68M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
4.55K
+ 11.65%
$67.52 - $76.75 $307K - $349K
43.6K $3.26M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.99K
+ 3.06%
$33.05 - $35.83 $165K - $179K
168K $6M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
25.9K
+ 9.9%
$21.47 - $21.83 $556K - $565K
287K $6.26M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
23.7K
+ 3.72%
$19.01 - $19.39 $451K - $460K
661K $12.8M
POR
Portland General Electric CO

Utilities
12.5K
New
$39.73 - $44.0 $496K - $549K
12.5K $549K
CRGY
Crescent Energy CO

Energy
61.5K
New
$8.22 - $9.94 $505K - $611K
61.5K $548K
ATI
Allegheny Technologies Inc

Industrials
8.53K
+ 27.39%
$71.34 - $95.52 $609K - $815K
39.7K $3.23M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.57K
+ 3.73%
$46.69 - $59.27 $120K - $153K
71.6K $3.8M
SRLN
Ssga Active Trust

ETFs
12.8K
+ 4.8%
$41.28 - $41.65 $529K - $533K
280K $11.6M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
18.3K
+ 23.36%
$28.34 - $28.67 $520K - $526K
96.9K $2.78M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
9.87K
New
$50.93 - $53.85 $503K - $531K
9.87K $525K
LSCC
Lattice Semiconductor Corp

Technology
144
+ 0.68%
$48.73 - $74.71 $7.02K - $10.8K
21.3K $1.56M
KMB
Kimberly Clark Corp

Consumer Defensive
4.78K
+ 27.53%
$121.72 - $136.77 $582K - $654K
22.2K $2.76M
DFIV
Dimensional ETF Tr

ETFs
3.87K
+ 3.83%
$42.66 - $46.53 $165K - $180K
105K $4.84M
GTO
Invesco Actively Managed ETF T

ETFs
7.76K
+ 3.78%
$46.43 - $47.91 $360K - $372K
213K $10.1M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.16K
New
$67.16 - $93.48 $347K - $482K
5.16K $480K
IGRO
Ishares Tr International Divid

ETFs
5.41K
+ 10.54%
$75.97 - $80.24 $411K - $434K
56.8K $4.52M
ACIW
Aci Worldwide, Inc.

Technology
8.87K
New
$40.74 - $52.9 $361K - $469K
8.87K $468K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
843
+ 32.66%
$393.18 - $439.39 $331K - $370K
3.42K $1.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.14K
+ 7.57%
$50.53 - $50.82 $462K - $464K
130K $6.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.2K
New
$35.76 - $37.93 $437K - $464K
12.2K $461K
RPM
Rpm International Inc

Basic Materials
2.87K
+ 23.86%
$110.07 - $128.23 $316K - $368K
14.9K $1.76M
AAL
American Airlines Group Inc.

Industrials
38.3K
+ 102.82%
N/A
75.6K $834K
CMI
Cummins Inc

Industrials
51
+ 1.25%
$327.85 - $426.39 $16.7K - $21.7K
4.15K $1.75M
VLO
Valero Energy Corp

Energy
1.3K
+ 25.53%
$131.77 - $175.63 $172K - $229K
6.41K $1.09M
ACWI
Ishares Msci Acwi ETF

ETFs
1.77K
+ 10.74%
$128.32 - $138.41 $227K - $244K
18.2K $2.52M
FV
First Trust Dorsey Wright Focu

ETFs
5.26K
+ 18.99%
$59.23 - $62.14 $312K - $327K
33K $2.04M
AEP
American Electric Power CO Inc

Utilities
903
+ 2.68%
$103.26 - $115.0 $93.2K - $104K
34.6K $3.89M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.63K
+ 7.68%
$42.75 - $43.37 $369K - $374K
121K $5.24M
PGF
Invesco Exchange Traded Fd Tr

ETFs
26.2K
New
$14.11 - $14.94 $369K - $391K
26.2K $382K
SAN
Banco Santander, S.A.

Financial Services
26.9K
+ 58.99%
$8.27 - $10.48 $223K - $282K
72.6K $761K
NOVT
Novanta Inc

Technology
2.41K
New
N/A
2.41K $379K
IOT
Samsara Inc.

Technology
9.86K
New
$32.22 - $42.09 $318K - $415K
9.86K $367K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.2K
New
$108.47 - $114.7 $347K - $366K
3.2K $366K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
2.33K
+ 3.12%
$37.38 - $41.35 $87.1K - $96.3K
76.9K $3.18M
SLV
I Shares Silver Trust

ETFs
4.93K
+ 31.82%
$32.73 - $42.5 $161K - $210K
20.4K $865K
CME
Cme Group Inc.

Financial Services
2.47K
+ 4.32%
$258.83 - $287.1 $638K - $708K
59.6K $16.1M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
6.67K
+ 12.2%
$49.05 - $50.22 $327K - $335K
61.3K $3.06M
DASH
Door Dash, Inc.

Communication Services
734
+ 12.68%
$234.5 - $272.5 $172K - $200K
6.52K $1.77M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
3.94K
+ 8.5%
$54.17 - $57.2 $214K - $225K
50.3K $2.87M
DOCU
Docusign, Inc.

Technology
5.14K
+ 60.42%
$67.14 - $85.01 $345K - $437K
13.7K $984K
KALU
Kaiser Aluminum Corp

Basic Materials
4.18K
New
$72.44 - $92.64 $303K - $387K
4.18K $322K
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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